+35.4%
AVTR vs WST
+52.5%
-17.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -0.1% | +1.4% | -1.5% | -0.5% |
| 30D | -0.6% | +12.7% | -13.4% | -3.9% |
| 3M | +13.4% | +17.2% | -3.8% | +8.5% |
| 6M | +87.4% | +26.7% | +60.7% | +75.4% |
| YTD | +35.9% | +50.3% | -14.4% | +19.5% |
| 1Y | +35.4% | +50.2% | -14.8% | +18.9% |
| All | +35.4% | +52.5% | -17.2% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WST wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling